Turning Financial Chaos into Clarity

Current Services

At Booked and Balanced LLC, ethics aren’t just a checkbox; they’re the backbone of every spreadsheet, caption, and client conversation. I believe financial clarity should never come at the cost of integrity. That’s why I lead with transparency, educate with empathy, and adjust with intention. Whether we’re reconciling accounts or curating a dashboard, my work reflects a fierce commitment to honesty, emotional bandwidth, and values-driven strategy. I don’t just balance books, I balance trust, accountability, and the kind of principled creativity that turns numbers into narratives.

I value your trust. If you know someone who needs financial clarity, introduce me. I have a special reward waiting for both of you.

Follow Booked & Balanced on instagram for finanical tips & tricks!

Mistake: Letting shame delay cleanup 🧾😬

Why it matters: Avoidance breeds overwhelm.

And the longer you wait, the louder the chaos gets.

Here’s the fix:
✨ Start small.
✨ One category.
✨ One month.
✨ One honest conversation.

You’re no

Use bank feeds… but don’t trust them blindly. 🧾👀

QuickBooks Online is smart, but not psychic.

It guesses. It assumes. It sometimes mislabels your client's lunch as office supplies (rude).

✨ Clicking “Add” without reviewi

This December, I’m choosing peace over pressure. ❌📊✅

I’m not scrambling to fix messy books on December 30th.
I’m not saying yes to every “quick favor.”
I’m not sacrificing sleep for spreadsheets.

Instead, I&rsqu

✨ Before the year wraps up, make sure your books aren’t hiding any surprises.

• 🎁 Categorize all November and early December transactions
• 🧾 Reconcile bank and credit card accounts
• 📥 Track outstanding invoices and payme